DUNEDIN ROTARY CLUB FOUNDATION INC (EIN 593383574) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

PAT BAUER

Phone

7277854447

Tax Period

2022-07-01 to 2023-06-30

DUNEDIN ROTARY CLUB FOUNDATION INC, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $97K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $906K represent 112 months of operating reserves.

Mission

PROVIDE COMMUNITY SUPPORT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $50,152

Investment Income $16,384

Other Revenue $30,463

TOTAL REVENUE $96,999

Expense Breakdown

Grants Paid $50,660

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,934

Other Expenses $45,714

TOTAL EXPENSES $96,374

Year-over-Year Comparison

	2022	2021	Change
Revenue	$96,999	$123,749	-0.2%
Expenses	$96,374	$108,791	-0.1%
Net Income	$625	$14,958	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BAUER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIE SCALES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN FREEBORN	TREASURER	2.00	Officer Director	$0	$0	$0
SARA KESSINGER	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID BRAMLEY	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN DONOGHUE	DIRECTOR	2.00	Director	$0	$0	$0
BEV FISHER	DIRECTOR	2.00	Director	$0	$0	$0
JOAN GUTIERREZ	DIRECTOR	2.00	Director	$0	$0	$0
KEN REJKO	DIRECTOR	2.00	Director	$0	$0	$0
DICK WILSON	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$96,999	$96,374	$905,680	$625
2022	$123,749	$108,791	$893,920	$14,958
2021	$108,406	$69,958	$807,993	$38,448
2020	$69,558	$81,181	$752,137	$-11,623
2019	$107,610	$81,752	$808,321	$25,858
2018	$112,362	$112,791	$777,661	$-429

DUNEDIN ROTARY CLUB FOUNDATION INC